Sunday, June 16, 2013

Investors & Friends:

There is no update this week due to staff vacation. We will resume reporting our investment activity on June 23.

Lead Fund Manager
Investrio

Sunday, June 9, 2013

Investors & Friends:

There is no update this week due to staff vacation. We will resume reporting our investment activity on June 23.

Lead Fund Manager
Investrio

Sunday, June 2, 2013

Investors & Friends:

There is no new investment activity to report since our last weekly update.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 31, 2013.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Sunday, May 26, 2013

Investors & Friends:

Here's a summary of our investment actions from the past week.

Short Strategies

1) We sold short additional shares of the SPDR S&P 500 ETF (NYSE: SPY) on 5/21 @ $167.37.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 24, 2013.

Click here for upcoming IPOs.

Lead Fund Manager

Investrio

Sunday, May 19, 2013

Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Naked Puts

1) Intel Corp (Nasdaq: INTC) - Our Jan '14 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 5/8/12.

2) General Motors Co (NYSE: GM) - Our Jan '14 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 12/21/12.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 17, 2013.

Click here for upcoming IPOs.

Lead Fund Manager

Investrio

Sunday, April 28, 2013

Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Naked Puts

1) Yum! Brands Inc (NYSE: YUM) - Our Jan '14 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 11/30/12.

2) Qualcomm Inc (Nasdaq: QCOM) - Our Jan '14 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 11/19/12.

3) Qualcomm Inc (Nasdaq: QCOM) - We sold Jan '15 $35.00 puts.

4) AT&T Inc (NYSE: T) - We sold Jan '15 $20.00 puts.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending April 26, 2013.

Click here for upcoming IPOs.

Lead Fund Manager

Investrio

Sunday, April 21, 2013

Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Naked Puts

1) Berkshire Hathaway Inc (NYSE: BRK/B) - Our Jan '14 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 12/19/12.

2) Berkshire Hathaway Inc (NYSE: BRK/B) - We sold Jan '15 $50.00 puts.

3) Market Vectors Gold Miners Index ETF (NYSE: GDX) - We sold Jan '15 $20.00 puts.

Option Strategies - Covered Calls

4) EMC Corp (NYSE: EMC) - Our Jul '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 3/19/13.

5) Apple Inc (Nasdaq: AAPL) - We sold Jan '15 $405.00 calls.

Long Stocks

6) We bought Quest Diagnostics Inc (NYSE: DGX) on 4/16 @ $58.53.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending April 19, 2013.

Click here for upcoming IPOs.

Lead Fund Manager

Investrio